Document types and confidentiality
What a document is filed under, and who that lets see it.
Every document is filed under a type, and the type is what decides who can see it. This is the part of Documents most worth understanding, because it is the part that fails quietly.
The type is the access control
A type has a list of who may see documents filed under it. Change a document's type and you change who can read it.
Absence is a denial
A document type with nobody granted is visible to firm administrators only. That is deliberate: a new type starts closed rather than open, so a type created in a hurry never accidentally exposes something.
Confidentiality in practice
Payroll, identity evidence and anything about a client's own staff are the usual candidates for a restricted type. The test is not how sensitive the document feels but who genuinely needs it.
Common questions
A colleague cannot see a document and I can. The type restricts it. An administrator can widen the type in Document types, but consider whether the document is filed under the right type first.
I filed something under the wrong type. Change the type. The access changes with it immediately.
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